Advisor OS’s DTE Energy DTE Stock Holding History

Advisor OS’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	1,459 +10	+0.7%	+$1.46K	0.01%	530
2026 Q1	$212K	Buy	+1,449	New	+$204K	0.02%	531

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's DTE Position: Q2 2026 in Review

Advisor OS increased its DTE Energy (DTE) stake by 0.69% in Q2 2026, buying an estimated $1.46K and bringing the position to 1,459 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #530.

Advisor OS first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Advisor OS held 1,459 shares of DTE Energy worth $222K as of Q2 2026.
Advisor OS bought 10 DTE Energy shares in Q2 2026, an estimated $1.46K.
DTE Energy made up 0.01% of Advisor OS's portfolio in Q2 2026, its #530 holding.
Advisor OS first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.